Head of Financial Planning & Analysis (FP&A)

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. 

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Job Summary:

The Head of FP&A leads the Group’s planning, forecasting and performance insight to support confident and well‑informed decision‑making at both a group-wide and a business segment level. The role strengthens financial understanding across the organisation, ensuring senior leaders receive clear, timely and actionable analysis. As an Integration Leader, the role focuses on ensuring consistent inputs, outputs and analytical standards. This requires managing a team of six people, with additional support in India, developing the team’s ways of working, and embedding process improvements. It involves strong collaboration with a wide range of Finance contributors and partnership with the wider business.

Main Responsibilities:

• Lead the Group’s planning and forecasting processes, ensuring consistency and integration across Finance contributors and business areas. Key outputs include the Group’s annual business plan and quarterly forecasts, together with related deliverables for each of our business segments and remuneration forecasts.
• Work closely with upstream Finance teams to ensure the accuracy, clarity and timeliness of inputs into FP&A processes.
• Collaborate with the wider business to connect financial analysis with operational priorities, supporting clear, informed and unified decision‑making.
• Deliver high‑quality financial insight that highlights performance drivers, risks, opportunities and trends in a clear and supportive way.
• Oversee Group‑level and segment level performance reporting, ensuring outputs are concise, accurate and designed to support confident action.
• Improve ways of working by simplifying processes, enhancing systems and embedding consistent, repeatable approaches across the team.
• Build and lead a collaborative FP&A team, encouraging continuous improvement, diligence and active problem‑solving.

Key Knowledge, Skills and Experience:

• Strong understanding of the drivers of M&G Group’s financial performance and an understanding of our strategic priorities. Curiosity and willingness to learn about the business.
• Ability to integrate inputs from multiple Finance teams and translate them into clear, cohesive financial insight.
• Expertise in planning, forecasting, modelling and performance analysis.
• Strong communication skills, enabling clear, engaging and supportive storytelling.
• Capability to collaborate confidently across functions and build alignment around financial priorities and processes.
• Experience driving process improvement and embedding efficient, consistent ways of working.

Essential Skills:

• Excellent stakeholder engagement skills, able to understand business and finance teams’ priorities, perspectives and requirements.
• Strong analytical capability with a focus on clear, actionable output.
• Ability to improve processes, embed structure and champion continuous improvement across the team.
• Effective communication that supports understanding and engagement across diverse stakeholder groups. Able to simplify the story to key messages for a senior audience while maintaining a strong grasp of the detail.
• Delegation skills within the team and leadership abilities that support collaboration with other teams, especially business partner
• Qualified Actuary or Qualified Accountant
• Life Insurance industry experience,

Preferred but not Essential Skills:

• Familiarity with the latest AI developments
• With Profits Fund experience
• Planning systems expertise – Oracle EPM
• Life Insurance infrastructure familiarity – WTW Suite
• Asset Management expertise

Work Level: Integration Leader

Recruiter: Matt Campbell

Close Date: 14th April 2026

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.

• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.  

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. 

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [email protected]